A CRM user had to have their account removed from Active Directory and then re-created.
The user can not access the old account's CRM data with his new account .
Can this data be migrated to his new account once created on CRM?
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Many thanks Kishor.
This has worked OK
Kind regards
Michael
Many thanks Karunakaran - worked OK.
Regards
Michael
Hi Michael,
1. Select the all the Records of the old user as shown below,
2. Select the Assign in the Ribbon as shown below,
3. Select the new user from lookup and click assign button.
All the records of the old user will be assigned to new user.
Just go to the Old User record and reassign all his records to the new User.
See below.
Regards
KK
Hi Michael,
First you have to query records in advance find
e.g. For the account records, query data with the old user as shown in below screen
After clicking on result you may find records with old user owner.
Select all records and click on "Assign Account: button on ribbon.
Select new user and click ok. Let the process get finished. All account will be assigned to new owner(User)
You have to do it for different entity.
Regards,
Rutul
Hi Kishor,
Thanks for the quick response.
Unfortunately my experience of CRM is very limited.
Would you be able to explain the steps required to reassign the data?
I have been set up as an administrator and I have looked at exporting and then re-importing the data but all I have achieved is creating a schedule.
Apologies for my lack of knowledge.
Thanks and kind regrads,
Michael
Hi Michael,
If you have an administrator role then you can assign all the old records of the user to the new user. That's simple
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